Tax Calculation Settings

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ERP Tax Calculation Settings Tab

Use these settings on the ERP Tax Calculation Settings tab to change the behavior of the connections between FinancialForce ERP and the Avalara Avatax tax calculation service.

Custom Field	Description
Account Number	The account number to be used to connect with the Avalara Avatax tax calculation service.
Connection URLUniform Resource Locator	The URL to use when connecting to the Avalara Avatax tax calculation service.
Disable Commit	Indicates whether committing data to the external tax service is prevented. This overrides the document commit service to enable you to prevent documents from committing values to Avalara Avatax.
Enable External Tax Calculation	Indicates whether tax is calculated using the Avalara Avatax tax calculation service.
License Key	The access key or password to use to connect to the Avalara Avatax tax calculation service.

Custom Field

Description

Account Number

The account number to be used to connect with the Avalara Avatax tax calculation service.

Connection URLUniform Resource Locator

The URL to use when connecting to the Avalara Avatax tax calculation service.

Disable Commit

Indicates whether committing data to the external tax service is prevented. This overrides the document commit service to enable you to prevent documents from committing values to Avalara Avatax.

Enable External Tax Calculation

Indicates whether tax is calculated using the Avalara Avatax tax calculation service.

License Key

The access key or password to use to connect to the Avalara Avatax tax calculation service.

Buttons

Button or Link	Description
Restore from Server	Restores the settings on the ERP Tax Calculation Settings tab to the saved values on your Salesforce OrgSalesforce organization.
Save	Saves the tax calculation settings. When Enable External Tax Calculation is selected, this validates that the Account Number, License Key and Connection URL have been set correctly and tests the connection between FinancialForce Enterprise Resource Planning (ERP) and Avalara Avatax. If enabling external tax calculation, the settings are saved if validation is successful.
Test Connection	Allows you to test the connection between FinancialForce Enterprise Resource Planning (ERP) and Avalara Avatax. This validates that the Account, License Key, Service URL and Company Code have been set correctly and saves the information if validation is successful.

Button or Link

Description

Restore from Server

Restores the settings on the ERP Tax Calculation Settings tab to the saved values on your Salesforce OrgSalesforce organization.

Save

Saves the tax calculation settings. When Enable External Tax Calculation is selected, this validates that the Account Number, License Key and Connection URL have been set correctly and tests the connection between FinancialForce Enterprise Resource Planning (ERP) and Avalara Avatax. If enabling external tax calculation, the settings are saved if validation is successful.

Test Connection

Allows you to test the connection between FinancialForce Enterprise Resource Planning (ERP) and Avalara Avatax. This validates that the Account, License Key, Service URL and Company Code have been set correctly and saves the information if validation is successful.

FFBC Tax Calculation Settings Tab

The FFBC Tax Calculation Settings tab enables you to specify the tax code that represents the summarized tax on a billing document line item.

Key: The number indicates the number of characters that are allowed in this text field, where appropriate.

Custom Field		Description
Summary Tax Code	18	The ID of a tax code that represents summarized tax on a billing document line item. A valid tax code with the same ID must exist on the Tax Codes tab of FinancialForce Enterprise Resource Planning (ERP). See Creating a Summary Tax Code. Note: Note To see this field on the FFBC Tax Calculation Settings tab, you must be granted edit access to the fferpcore_BillingDocumentLineItemc.fferpcoreTaxCode1_c field.

Custom Field

Description

Summary Tax Code

The ID of a tax code that represents summarized tax on a billing document line item. A valid tax code with the same ID must exist on the Tax Codes tab of FinancialForce Enterprise Resource Planning (ERP). See Creating a Summary Tax Code.

Note: Note Notepad

To see this field on the FFBC Tax Calculation Settings tab, you must be granted edit access to the fferpcore_BillingDocumentLineItemc.fferpcoreTaxCode1_c field.

Reference

Managing Custom Settings from Setup

Background Process Settings

FinancialForce Billing Central Settings